OTCKX
Price
$34.01
Change
+$0.33 (+0.98%)
Updated
Oct 20 closing price
Net Assets
14.99B
PMBPX
Price
$44.86
Change
+$0.40 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
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OTCKX vs PMBPX

Header iconOTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPXBanner chart's image
MFS Mid Cap Growth R6
Price$34.01
Change+$0.33 (+0.98%)
VolumeN/A
Net Assets14.99B
Principal MidCap R5
Price$44.86
Change+$0.40 (+0.90%)
VolumeN/A
Net Assets31.93B
OTCKX vs PMBPX Comparison Chart in %
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OTCKX vs. PMBPX commentary
Oct 21, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OTCKX is a StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. OTCKX (15B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (13 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCKX (0) and PMBPX (0) have matching initial minimum investment requirements. OTCKX annual gain was more profitable for investors over the last year : 0.87 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. OTCKX (20.72).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD7.1932.301313%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15B31.9B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.87-2.88-30%
Returns for 3 years48.0449.2698%
Returns for 5 years20.7236.0657%
Returns for 10 years125.74102.57123%
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